Benefits
The benefits of our model are detailed below:
Independent
Our rigorous and proven research process ensures that only those
investments with the highest ratings are included on our Approved
Products List (APL), which is designed to provide clients with investment
products that can deliver above average returns, reduced risk and
superior service. Our research process utilises Lonsec Research a specialist research company, to provide unbiased information on investments.
Our disciplined approach has ensured that the investment failures and corporate collapses over the last few years such as Westpoint, Fincorp, Australian Capital Reserve, Basis Capital, and numerous unlisted property syndicates have never been on our APL.
Extensive
experience
We have helped accountants in public practice provide financial
planning services since 1980. We understand our Members’ businesses
and what they need and have built systems and software tailored
to meet their needs.
Strength and
size
As one of Australia’s largest Australian Financial Service
licensees, our buying power ensures you and your clients gain access
to the most competitive deals
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Up to 100% income split Members can retain up to 100% of initial and ongoing advice fees they charge to clients via our approved platforms. |
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Fee waivers and cash rebates As Members progressively build their businesses to specified levels, the annual fee is waived and cash rebates are paid |
Note: Count does not charge specific software or PI fees.
Professional development
Count holds regular professional development training Australia-wide
using multiple delivery methods including conferences, workshops
and internet-based solutions. We provide a three-day annual conference,
two one-day conferences held in July and October in each capital
city (and some regional centres), workshops, webinars and online
training. Our training covers all areas of our Members’ businesses
including technical, strategy, compliance, practice management,
marketing, business development and software and is tailored
to meet the needs and requirements of the different skill sets
within our Membership.
Unlimited
business support
Members have access to our Member Services and Business Development
teams for unlimited advice on any business related matter.
Unlimited
technical support from specialist managers
Members have access to our Technical Team and Product Managers for
unlimited advice and technical support.
Marketing assistance
Members have access to an enormous array of marketing material including:
brochures, letters, flyers, advertisements, professionally printed
newsletters (Count Report), posters and signage to make promoting
financial planning services simple and effective. All our marketing
materials have been developed with an understanding of how our Members’ businesses
operate and the strong relationship they have with their clients.
Business
Development Support
Each Member firm is allocated an experienced Business Development Manager
who works in conjunction with the firm to help them grow and develop
their business.
Innovative
internet solutions
Our team can help Members develop an effective web solution or build
on their existing website. Clients can access up-to-date portfolio
valuations via ‘My Net Wealth’ and a series of investment
reports (badged with the individual firm’s details) all from
the Member’s Count badged website, as well as other products
and services that may assist with the client’s financial needs.
Paraplanning
Service
Members can outsource their ‘Advice documents’ to Count’s
experienced Paraplanning Team, with the opportunity to have the paraplanning
fee rebated, therefore effectively accessing a ‘free service’.
This is a cost effective way of servicing clients, avoiding the need to hire, train and manage additional staff in their office, or just manage workflow effectively during busy times. This service is one of a number of ‘outsourcing options’ available which can be utilised to greatly assist in the provision of services to clients and general business growth.
Full Service
option
Members are able to offer clients a full array of financial planning
services including:
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Wealth creation: Savings plans, CMTs, term deposits, managed funds, shares, securities, gearing facilities, etc. |
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Wealth protection: Life, TPD, trauma and income protection insurance. |
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Retirement planning: Superannuation, income streams, centrelink entitlements, etc |
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Debt management: Residential and commercial lending, investment loans, loan refinancing, equipment finance for businesses and consumers. |
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Tax-minimisation: Strategies to reduce the tax clients pay and build their wealth. |
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Estate Planning and succession solutions |
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SMSF solutions |
Accounting
solutions
Working with Accountants in public practice, we have expanded our offering
over time to not just include financial planning solutions, but also
provide a range of key services that will add value to our Members’
core business – accounting and tax services - via SUPERCentral,
CountGPS and Class Super.
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SUPERCentral is an online deed service for Members’ SMSF clients providing an efficient solution to providing and maintaining an up-to-date continuously compliant deed for their clients. |
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CountGPS provides Members with the best available document precedents, letters, reports, worksheets, and processes to improve the efficiency and profitability of their accounting practice. |
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Class Super provides an efficient solution for SMSF administration, fund reporting, auditing and compliance. |